See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,185 | $80,717-49.0% | $154,803-73.4% | $84,808-51.4% |
| Participation rate | 43.6% | 66.8%-23.2pp | 78.1%-34.5pp | 68.3%-24.7pp |
| Annual return | 20.22% | 37.96%-17.7pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $562 | $2,761-79.6% | $4,305-86.9% | $2,631-78.6% |
| Participant deferral / active EE | $959 | $3,303-71.0% | $5,540-82.7% | $4,212-77.2% |
| Admin fee / account holder | $4 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |